Change version switchover

alber818
alber818
in Modeling

Hi All,

 

I am having problems adjusting the version switchover manually. But I have heard that it is possible to make this adjustment with an import action. But the problem is I don't know how to do this! Can someone help me and tell me how I should build this?

 

Thank you!

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  • Misbah
    Misbah
    Answer ✓

    @alber818 

     

    If you want to Import  into Versions you can do that by following these steps (though it would have been nice if you had shared what problems are you facing while changing it manually)

     

    Step 1 -  Click on Export and Save it as .CSV so that you get a readymade template

    Misbah_0-1578325445205.png

    Step 2 - Make Changes in the Switchover date in Csv file (Keep the format as MMM YY) and save the file. Please make sure that you input forward switchover dates, for example if switchover date is Apr 19, don't load Mar 19. 

    Step 3 - Upload the file by clicking on Import 

     

    Misbah_1-1578325544934.png

     

    Let us know if that doesn't help

    Misbah

     

     

  • SandeepB
    SandeepB
    Answer ✓

    Hi @alber818,

     

    You can also create a module with a single line item formatted as Time period-Month dimensioned by version (in some case) and import this against the version switch over. 

     You can publish both module and import action to the dashboard.

     

    Note: Anyone can have access to this dashboard will able to change the switchover month.

     

    Let me know if you need more help with this.

     

    Thanks,

    Sandeep

     

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